Peterson Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 22k 110.52
2023-12-31 $2.4M 22k 108.25
2023-09-30 $2.1M 22k 94.33
2023-06-30 $2.2M 22k 100.28
2023-03-31 $2.1M 22k 96.70
2022-12-31 $2.0M 22k 94.64
2022-09-30 $1.9M 22k 87.18
2022-06-30 $2.0M 22k 92.41
2022-03-31 $2.4M 22k 107.88
2021-12-31 $2.6M 22k 114.52
2021-09-30 $2.4M 22k 109.18
2021-06-30 $2.6M 23k 112.96
2021-03-31 $2.5M 23k 108.54
2020-12-31 $2.2M 24k 91.91
2020-09-30 $1.8M 25k 70.22
2020-06-30 $1.7M 25k 68.30
2020-03-31 $808k 14k 56.14
2019-12-31 $1.6M 19k 83.83
2019-09-30 $1.5M 20k 77.83
2019-06-30 $1.5M 20k 78.27
2019-03-31 $1.5M 19k 79.71
2018-12-31 $1.7M 24k 69.32
2018-09-30 $2.6M 30k 87.25
2018-06-30 $2.7M 32k 83.47
2018-03-31 $2.7M 35k 77.01
2017-12-31 $6.6M 86k 76.81

More positions owned by Peterson Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Peterson Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index